Holdings
Elwood Capital Partners LP
As of Jun 30, 2026, Elwood Capital Partners LP reported 25 positions worth US$130M. Largest: Amazon.com, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Unitedhealth Group Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 60,295 | US$14.4M | −24,823 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 30,010 | US$14.3M | −5,000 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 30,028 | US$12.5M | +20,000 | Jun 30, 2026 |
| Somnigroup International Inc. | 150K | US$11.8M | +60,000 | Jun 30, 2026 |
| Texas Instruments Incorporated | 22,558 | US$6.72M | −7,500 | Jun 30, 2026 |
| Microsoft Corp. | 17,493 | US$6.53M | −5,250 | Jun 30, 2026 |
| Stmicroelectronics Nv | 80,000 | US$5.99M | −20,000 | Jun 30, 2026 |
| Philip Morris International Inc | 27,761 | US$5.02M | +24,000 | Jun 30, 2026 |
| Louisiana-pacific Corporation | 63,374 | US$4.98M | −11,626 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,500 | US$4.47M | no change | Jun 30, 2026 |